Luxuryy Tax Solutions — Client Intake Form

Luxuryy Tax Solutions — Client Intake Form

Identity & Security

Key Questions

Bank Information for Direct Deposit

Luxuryy Tax Solutions — Client Intake Form

Small Business Schedule — Schedule C Intake

Income

Expenses

Vehicle & Mileage

Luxuryy Tax Solutions — Client Intake Form

Rentals — Schedule E Intake

Luxuryy Tax Solutions — Client Intake Form

Additional Notes / Special Circumstances

Signatures

Luxuryy Tax Solutions — Client Intake Form
- Confidential — For client use
Tax Year
Date Completed

MonthDayYear
Date
Prepared by (Internal)
Personal Information
Preferred Name
Preferred Name
Preferred Name
Phone
Format: (000) 000-0000.
Home Address
Home Address
Format: (000) 000-0000.
City
State
PhoneEmailText
ZIP
Preferred Language
Email
example@example.com
Best Time to Reach
Identity & Security
IRS IP PIN (IPPIN) — Taxpayer:
IRS IP PIN (IPPIN) — Spouse
IRS IP PIN (IPPIN) — Spouse
Driver’s License/ID # (last 4):
SSN/ITIN (last 4)
Date of Birth

MonthDayYear
Date
Phone
Format: (000) 000-0000.
Email
example@example.com
SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Surviving Spouse
Head of Household

Dependents (up to 6 shown here; attach more as needed)

Name
DOB
Relationship
SSN last 4
Months Lived
Student Y/N
Complete applicable sections and upload supporting documents via secure portal.
W-2 Forms1099 Forms (NEC/MISC)1099-K (Payment Apps/Platforms)Self-Employment IncomeUnemployment Income (1099-G)Social Security (SSA-1099)Confidential — For client use 23801 Gratiot Ave, Suite #102, Eastpointe, MI 48021 • (586) 944-2102 / (586) 944-2103 • luxuryytaxsolutions@gmail.comRental Income (Schedule E)K-1 (Partnership/S-Corp/Trust)Other
Income Sources (check all that apply)
Investments (1099-INT/DIV/B)
Student Loan Interest (1098-E) — Amount:
1098-T (tuition) — Amount Paid:
Marketplace Insurance (1095-A) — Policy #:
1098-T (tuition) — Amount Paid:
Student Loan Interest (1098-E) — Amount
Marketplace Insurance (1095-A) — Policy #
Months Covered
Months Covered

Child/Dependent Care Providers

Rows	Provider Name	EIN/SSN	Address	Amount Paid

Provider Name
EIN/SSN
Address
Amount Paid
Key Questions
YesNo
YesNo
Platforms
YesNo
Country
Max Balance

Estimated tax payments made?

Rows	Quarter	Date Paid	Amount (Fed)	Amount (State)

Quarter
Date Paid

MonthDayYear
Date
Amount (Fed)
Amount (State)
Bank Information for Direct Deposit
CheckingSavings
Account Number
Account Number
Savings
Complete applicable sections and upload supporting documents via secure portal.
Luxuryy Tax Solutions — Client Intake Form
- Confidential — For client use
Small Business Schedule — Schedule C Intake
DBA
DBA
EIN
NAICS Code
Business Phone
Format: (000) 000-0000.
Sole PropSMLLCPartnershipSnCorpCnCorp
Partnership
CnCorp
CashAccrualOther:Other
Accrual
Did you issue any 1099s to contractors?
States with Activity
YesNo
If No, need to file?
YesNo
Yes
Income
Gross Receipts/Sales
Returns & Allowances
Other Income
Expenses
Insurance (other than health):
Vehicle & Mileage
Commuting Miles
Standard MileageActual Expenses
Total Miles
Total Miles
Total Miles
Standard Mileage
Office Sq Ft
Office Sq Ft
Utilities
Utilities
Insurance/HOA
Insurance/HOA
Other
Other
Assets (≥$2,500 or capitalized items)
Description
Description
Date In Service

MonthDayYear
Date
Cost
Cost
Disposed? Date/Proceeds

MonthDayYear
Date
Disposed? Date/Proceeds

MonthDayYear
Date
Complete applicable sections and upload supporting documents via secure portal.

Complete applicable sections and upload supporting documents via secure portal.

Rows	Date In Service	Cost	Disposed? Date/Proceeds

Complete applicable sections and upload supporting documents via secure portal.
Complete applicable sections and upload supporting documents via secure portal.
Business Notes
Luxuryy Tax Solutions — Client Intake Form
- Confidential — For client use
Rentals — Schedule E Intake
Use additional copies of this page for more properties.
City/State/ZIP
City/State/ZIP:
Placed in Service (date)

MonthDayYear
Date
Placed in Service (date)

MonthDayYear
Date
Days Rented
Days Rented
Personal Use Days
Personal Use Days
Personal Use Days
Active participation?RE Pro?
RE Pro?
Cleaning & Maint
Management Fees
Mortgage Interest
Capital Improvements (describe/date/cost)

MonthDayYear
Date
Capital Improvements (describe/date/cost)

MonthDayYear
Date
Capital Improvements (describe/date/cost)

MonthDayYear
Date
Capital Improvements (describe/date/cost)

MonthDayYear
Date
Capital Improvements (describe/date/cost)
Property 2 Nickname/Type
City/State/ZIP
City/State/ZIP:
Placed in Service (date)

MonthDayYear
Date
Placed in Service (date)

MonthDayYear
Date
Days Rented
Days Rented
Personal Use Days
Personal Use Days
Personal Use Days
Active participation?RE Pro?
RE Pro?
Cleaning & Maint
Management Fees
Mortgage Interest
Capital Improvements (describe/date/cost)

MonthDayYear
Date
Capital Improvements (describe/date/cost)

MonthDayYear
Date
Capital Improvements (describe/date/cost)

MonthDayYear
Date
Capital Improvements (describe/date/cost)

MonthDayYear
Date
Capital Improvements (describe/date/cost)
Complete applicable sections and upload supporting documents via secure portal.
Luxuryy Tax Solutions — Client Intake Form
- Confidential — For client use
Additional Notes / Special Circumstances
Data Security & Consent (required)
I confirm that all information provided is true and accurate to the best of my knowledge.I authorize Luxuryy Tax Solutions to prepare and file my tax return based on the information provided.I acknowledge that Luxuryy Tax Solutions will keep my information secure and confidential in compliance with IRS guidelines.
Signatures
Date

MonthDayYear
Date
(Sign here using Fill & Sign tools)
Date

MonthDayYear
Date
Typed Name (Spouse/Officer)
By signing above, I/We consent to electronic signatures and enfiling as applicable.
Complete applicable sections and upload supporting documents via secure portal.
Should be Empty:

Relationship

SSN last 4

Months Lived

Student Y/N